Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $84,699 | $152,597-44.5% | $117,533-27.9% | $134,532-37.0% |
| Participation rate | 100.0% | 77.1%+22.9pp | 70.6%+29.4pp | 81.2%+18.8pp |
| Annual return | -16.39% | 53.04%-69.4pp | 29.77%-46.2pp | 418.27%-434.7pp |
| Employer contribution / active EE | $6,529 | $5,576+17.1% | $4,179+56.2% | $4,741+37.7% |
| Participant deferral / active EE | $6,874 | $4,821+42.6% | $4,072+68.8% | $6,401+7.4% |
| Admin fee / account holder | $727 | $7,007-89.6% | $5,647-87.1% | $11,429-93.6% |